Post on 07-May-2015
description
The Ultimate Event for Small Business Success.
Keeping Score:Dashboards and Reporting for Sales Reps and Managers
Greg JenkinsLive Trainer, Infusionsoft@InfusionGreg
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
What do players focus on?
What do coaches focus on?
What do you focus on?
The Ultimate Event for Small Business Success.
That which is measured, improves.
The Ultimate Event for Small Business Success.
Sales Rep DashboardsEffective reporting begins with consistency.
@InfusionGreg
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
You can’t report on a Sales Team if they aren’t using the pipeline properly.
Use this guide to set up uniform dashboards for all your Sales Reps
The Ultimate Event for Small Business Success.
Implement uniform dashboards to improve consistency.
The Ultimate Event for Small Business Success.
Who am I meeting with
today?What do I have to
do?
What is behind schedule?
How does my pipeline look?
Who am I working with
currently?
The Ultimate Event for Small Business Success.
Who am I meeting with
today?What do I have to
do?
What is behind schedule?
How does my pipeline look?
Who am I working with
currently?
Appointments Widget
Tasks Widget
Overdue Opportunities
Pipeline StagesWidget
Active Opportunities
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
Why am I off on my forecasting?
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
Focus on these for more accurate
forecasting.
The Ultimate Event for Small Business Success.
http://insft.co/Jenkins1
Resource One
The Ultimate Event for Small Business Success.
Do this.
@InfusionGreg
The Ultimate Event for Small Business Success.
Greater clarity into your processes will translate directly
into more money in your pockets.
@InfusionGreg
The Ultimate Event for Small Business Success.
Sales Manager ReportingHow is my team performing?
@InfusionGreg
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
What tasks aren’t being completed?
How active are my reps?
Where are my cold opportunities?
What do you want to know?
Where are my bottlenecks?
What else?
The Ultimate Event for Small Business Success.
Where are my cold opportunities?
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
Where are my bottlenecks?
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
Sales Rep Conversion Percentage
Call History Summary
Sales Cycle Report
Measures a reps ability to move leads from stage to stage through the pipeline.
Gives you insight so you can see which of your reps are properly working their opportunities, and which need help.
How long it takes a rep to move someone to either a win or loss stage.
The Ultimate Event for Small Business Success.
Opportunity Revenue ForecastHow much are we going to make? And when will it close?
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
Start gathering information before you need it. So you have it when you want it.
The Ultimate Event for Small Business Success.
http://insft.co/Jenkins2
Resource Two
The Ultimate Event for Small Business Success.
Do this.
@InfusionGreg
The Ultimate Event for Small Business Success.
Bonus Goodie
s@InfusionGreg
The Ultimate Event for Small Business Success.
Custom Dashboard Reporting
The Ultimate Event for Small Business Success.
Custom Dashboard Reporting
The Ultimate Event for Small Business Success.
Reporting in your Inbox
The Ultimate Event for Small Business Success.
The Ultimate Event for Small Business Success.
Edit Criteria/Columns
The Ultimate Event for Small Business Success.
Edit Criteria/Columns
Static vs Dynamic
The Ultimate Event for Small Business Success.
Edit Criteria/Columns
Static vs Dynamic
Search vs Report
The Ultimate Event for Small Business Success.
The ratio of people who take action to those who don’t, is
the same as the ratio of people who succeed to those
who don’t.
The Ultimate Event for Small Business Success.
Do this.
@InfusionGreg
The Ultimate Event for Small Business Success.
http://insft.co/Jenkins2
http://insft.co/Jenkins1
Resources
The Ultimate Event for Small Business Success.
That which is measured improves. That which is measured and reported improves exponentially.
The Ultimate Event for Small Business Success.
Thank You
@InfusionGreg